Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Myrna? Claim Your ProfileMyrna D. Merrifield is a registered representative of Osaic Wealth, Inc. with over 20 years of experience in the financial services industry. Myrna is located in La Mesa, California and has been affiliated with Osaic Wealth since 2014. Prior to that, Myrna was affiliated with Royal Alliance Associates, Inc. in La Mesa, California. She is licensed to sell securities in California. Myrna specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
10/20/2014 - Present
Osaic Wealth, Inc. (LA MESA CA)
CA
10/19/2009 - 10/17/2014
ROYAL ALLIANCE ASSOCIATES, INC. (LA MESA CA)
FL
04/17/1995 - 02/25/1997
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
NY
01/30/1992 - 03/24/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
CA
03/01/1990 - 06/12/1990
FROLEY, REVY ASSET TRADERS, INC. (LOS ANGELES CA)
BC
Issued 10/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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